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Necessary Training

The IQPF issues the financial planning diploma to any person who meets the academic requirements under the Regulations. Candidates must first complete a personal financial planning university program approved by the IQPF. Once this is done, they must follow the Professional Training Course and pass the IQPF exam. 

To enrol in one of the personal financial planning programs approved by the IQPF, you must contact the institution directly:

Teaching institution

Program

Learning formula

Information

Université Laval

Certificate in financial services and two certificates*

or

Bachelor of administration - concentration in financial services

In class (French)

Distance (French) (certain courses only)

Undergraduate program directorate
Faculty of business administration
418 656-2778
baa-laval@fsa.ulaval.ca
www.fsa.ulaval.ca/formation

Université du Québec

Certificate in financial services and two certificates*

In class (French)

Distance TELUQ
(French)

Financial planning certificate secretariat
514 987-8511
www.regis.uqam.ca (programs section)

Université du Québec à Trois-Rivières

Bachelor of administration-Concentration in personal financial services

or

Bachelor of business administration - concentration in finance

In class (French)

Distance TELUQ
(French, 4 of the program's courses not offered at the UQTR)

Undergraduate program committee
Department of Management studies
819 376-5080
crmultiservice@uqtr.ca
www.uqtr.ca

Université du Québec à Rimouski

Certificate in financial planning and two certificates*

In class (French)

Bureau du registraire
Université du Québec à Rimouski
418 723-1986, poste 1383
http://www.uqar.ca/programmesFormation/
Description/prg/7464.asp

CSI

Financial Planning Program – Quebec and two certificates*

Distance (French, certain courses only, and English)

In class (if sufficient demand only)
(French, certain courses only, and English)

Student Inquiries
1-866-866-2601
customer_support@csi.ca
www.csi.ca

HEC Montréal

Certificate in personal financial planning and two certificates*

In class (French)

Certificate Programs Administrative Direction
514 340-6143
www.hec.ca

McGill University

Finance Diploma

In class (evenings)

Undergraduate 514 398-7878
www.mcgill.ca

* Two other university certificates of 450 hours each in any of the following disciplines: administration, law, economics or actuarial studies.